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Page References

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UPROEF
UPROEF

Version management

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At line 144 added 72 lines
!Step 5 - Define Pay Period Type For ROE in [IPCL]
According to HRSDC, the Pay Period type must be one of the following codes to be reported on ROE:
;:B - Biweekly
;:M - Monthly
;:O - Monthly Non-Standard
;:S - Semi-Monthly
;:E - Semi-Monthly Non-Standard
;:H - Thirteen per Year
;:W - Weekly
You may enter one of the above letters in the ROE Pay Frequency field on [IPCL], otherwise the [IPCL] Pay Frequency description first letter will be used.
To enter this user field on [IPCL] screen, you must click the header section and then click the UDF button.
!Step 6 - Define Pay Elements For ROE Box 17 and 19 in [IPPE]
If you need to report Box 17 or Box 19 amounts, please set up the following elements on [IPPE] screen.
The Element names for Box 17 and Box 19 correspond to the [IEEI] user field names.
The [IEEI] user fields will be reported with the amount on ROE if there is non-zero amount in the associated elements on the 'Final Pay' or last pay of the employee.
The necessary elements may be found in the page title [ROE Pay Elements|ROE PAY ELEMENTS].
!Step 7 - Define Interface Format in [IDIF]
Seed data script is delivered to clients to load in IDIF Interface Code definition:
SEED_IDIF_HL$CAN_ROEWEB_53.sql
This seed data script will overwrite the same Interface Form Code if it exists, which allows for the delivery of new Interface format set up for the interface file.
You should use the [Copy Definition] button to copy the [IDIF] definition to a New Interface Code and then use the New Interface Code for UPROEF reporting.
Most of the [HL$CAN-ROEWEB_53] set up are pre-defined, you only need to enter the company contact information on [IDIF] screen, please refer to detail set up below.
This IDIF Form Code [HL$CAN-ROEWEB-53] is used for ROE Web with Box 15C 53 Weeks printing, please note the Form Type is 'CDN ROEWeb 53 Weeks'
The old [IDIF] Form Code [HL$CAN-ROE-WEB] is used for ROE Web with Box 15C 27 weeks printing, please refer to prior document PR_CAN_ROE_Web_Process.doc if this is applicable to you, this format will be obsolete in the future
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!!Report Parameters & Filters
||Report Parameters||
|Entity |You must enter one entity. (Mandatory)
|Federal Regist Set| Enter one or more Federal Registration Sets. (Optional)
|Federal Regist Number| Enter one or more Federal Registration Numbers. (Optional)
|ROE Status| This field indicates the ROE Statuses to be processed from Employments. (Mandatory) Lexicon [X_ROE_STATUS]. This allows users to select to print '01 - ROE Required/Request' or '03 - Duplicate Requested' independently. If '00 - Not Required' is selected, employees do not need to be terminated, you can request sample ROE report prior to the employee's termination. If this parameter is not specified, all qualified Employments will be processed including to the previously issued ROE.
|As of Date| This date is used to retrieve employee demographic information if necessary.
|ROE Issue Date| This date will be printed on ROE as the ROE issued date.
|ROE Interface Code| 'HL$CAN-ROEWEB-53' or 'HL$CAN-ROE-WEB' (Mandatory)
|ER Addr Location |Allows you to enter an overridden Location to retrieve the Employer Address (Optional) If this is not specified, the entity's location address is used.
|Sort by Active/Inactive| Check this toggle to sort inactive employees first for mailing purpose
|Sort Employees By |You should sort employees by Last Name/First Name, however you may sort by employee's pay destination for distribution or sort by Person code. Lexicon [X_PERSON_SORT]
|ROE Process Method| Indicates the ROE Processing method on the ROE Web interface file. (Optional) Lexicon [X_ROE_PROC_METH]. This allows you to select to print Draft or Actual ROE for each UPROEF run.
|Directory Name |Enter a valid directory name.
|File Name| Enter a file name or use the default file name from IDIF. ROE Web interface file naming convention: File name is maximum of 32 alphanumeric, file extension must be 'BLK' e.g. ACME_ROE200.BLK
|Exception Level| You should always run with Exception level only unless for tracing
|Trial| Allows you to run UPROEF in Trial mode for testing and update mode to update the Employment ROE information (Optional)
||Report Filters||
|Payroll| Enter one or more Payroll Codes (Optional)
|Department| Enter one or more Department Codes (Optional)
|Org Level Type| Enter one or more Org Level Types (Optional)
|Org Level |Enter one or more Org Level within Org Level Types (Optional)
|Authorization| Enter one or more Authorization Areas (Optional)
|Location |Enter one or more Location codes (Optional)
|Unit| Enter one or more Unit codes (Optional)
|Group |Enter one or more Group codes (Optional)
|People List Code| Please specify if People list is to be used (Optional)
|Person Code |Enter one or more Person Codes (Optional)
|Employment Status| Enter one or more Employment Statuses (Optional)
|Termination Reason |Enter one or more Termination Reasons (Optional)
This page (revision-96) was last changed on 08-Nov-2023 21:53 by Karen ParrottTop